· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NEPENTHE/PHOENIX CORPORATION — NEPENTHE/PHOENIX CORPORATION EMPLOYEES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250226184642NAL0002002288001
NEPENTHE/PHOENIX CORPORATION
Form 5500-SF
FILING_RECEIVED
NEPENTHE/PHOENIX CORPORATION EMPLOYEES 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
95
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NEPENTHE/PHOENIX CORPORATION
.
Find decision makers
Plan sponsor
Name
NEPENTHE/PHOENIX CORPORATION
EIN
94-2635764
Address
48460 HIGHWAY 1 · BIG SUR, CA · 93920
Phone
(831) 667-2345
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-02-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Accommodation & Food Services plans
JRN, INC.
JRN, INC. 401(K) PLAN
$7.8M · 1,522 participants
FISH MARKET RESTAURANTS INC.
THE FISH MARKET 401K PLAN
$7.9M · 21 participants
HMC HOSPITALITY GROUP, INC.
HMC HOSPITALITY GROUP 401(K) PLAN
$7.7M · 143 participants
POLLY'S, INC.
OUR GANG SAVINGS INCENTIVE PLAN
$7.9M · 841 participants
JIM N NICKS MANAGEMENT LLC
JIM N NICKS 401(K) PLAN
$7.7M · 5,739 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
THE COMMANDERS FAMILY OF RESTAURANTS, INC.
THE COMMANDERS FAMILY OF RESTAURANTS INC. 401(K) PLAN
$7.7M · 174 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
